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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
501
Moser Wealth Advisors
Washington
$682K -$14.4K -95 -2%
FBT
502
First Bankers Trust
Kentucky
$678K – – –
GT
503
Greenleaf Trust
Michigan
$675K +$42.1K +277 +6%
CF
504
Cantor Fitzgerald
New York
$674K -$112K -735 -13%
MWM
505
Modera Wealth Management
New Jersey
$672K +$10.8K +71 +1%
MLICM
506
Metropolitan Life Insurance Company (MetLife)
New York
$671K -$40.3K -265 -5%
EP
507
Eudaimonia Partners
Tennessee
$671K -$42.1K -277 -5%
SLAM
508
Swiss Life Asset Management
$669K -$8.32M -54,760 -91%
CL
509
Choreo LLC
Illinois
$667K -$26.7K -176 -3%
TF
510
Tompkins Financial
New York
$663K -$3.8K -25 -0.5%
PFPT
511
Pinnacle Financial Partners (Tennessee)
Tennessee
$661K -$102K -672 -12%
SWA
512
Stratos Wealth Advisors
Ohio
$659K +$22.8K +150 +3%
ECM
513
Exchange Capital Management
Michigan
$658K – – –
PTP
514
Platform Technology Partners
New York
$657K +$72.5K +477 +11%
BRCM
515
Bright Rock Capital Management
Massachusetts
$655K -$1.14M -7,500 -60%
CCG
516
Ceeto Capital Group
Florida
$655K – – –
HWM
517
HB Wealth Management
Georgia
$649K +$74.2K +488 +11%
PFS
518
Prospera Financial Services
Texas
$647K -$29.3K -193 -4%
FNB
519
Farmers National Bank
Kentucky
$644K -$2.28K -15 -0.3%
FTDI
520
First Trust Direct Indexing
Massachusetts
$642K -$166K -1,091 -18%
SSW
521
Smith Shellnut Wilson
Mississippi
$638K – – –
BC
522
Burney Company
Virginia
$635K +$37.2K +245 +5%
CC
523
Cipher Capital
New York
$631K +$732K +4,814 New
SIAG
524
Signet Investment Advisory Group
Rhode Island
$628K -$21.3K -140 -3%
Federated Hermes
525
Federated Hermes
Pennsylvania
$622K +$102K +670 +16%